+26.1%
DECK vs LBRT
+114.2%
-88.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +1.4% |
| 7D | -2.2% | +8.3% | -10.5% | -3.2% |
| 30D | -13.6% | +6.1% | -19.7% | -14.4% |
| 3M | -21.2% | -34.8% | +13.5% | -17.4% |
| 6M | -21.1% | -24.8% | +3.7% | -19.5% |
| YTD | -17.2% | +12.2% | -29.5% | -21.0% |
| 1Y | -30.7% | +94.0% | -124.7% | -40.3% |
| 3Y | -3.4% | +31.3% | -34.6% | -13.5% |
| All | +26.1% | +114.2% | -88.1% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling